Approval limits
One page that gathers who approves what. Each rule comes from a policy; the policy always wins over this page.
Expenses (POL-FIN-002 v2)
| Claim size | Approver |
|---|---|
| Up to $1,000 | Your manager |
| $1,001 to $5,000 | Finance Controller (Dan Whitfield) |
| Above $5,000 | CFO (Priya Raman) |
Purchases (POL-FIN-005)
| Purchase | What is needed |
|---|---|
| Above $10,000 | Three quotes |
| Up to $25,000 | Procurement Lead (Noah Fischer) approves |
| Above $25,000 | Escalated to the CFO |
Customer contracts (POL-LEG-001, current version)
| Total contract value | Who signs |
|---|---|
| Under $50,000 | Head of Sales (Grace Liu) |
| $50,000 to $250,000 | VP Delivery (Frank Delgado) and General Counsel (Marcus Webb) |
| Over $250,000 | CEO (Elena Vasquez), CFO (Priya Raman) and General Counsel |
The lowest band was under $25,000 in version 1 of the policy; version 2 raised it to under $50,000. Extra rules:
- A deviation from standard terms needs the General Counsel.
- Payment terms beyond 45 days also need the CFO.
- A liability cap above 2x also needs the CEO.
Discounts on proposals
| Discount | Approver |
|---|---|
| Up to 5% | Head of Sales |
| 5% to 10% | Head of Sales and VP Delivery |
| Above 10% | CFO |
Related
Owner: Priya Raman - Last updated: 2026-09-26